Summit Financial, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 706
- Total Value
- 3568500023
- Accession Number
- 0001765536-25-000004
- Form Type
- 13F-HR
- CIK
- 0001765536
- Manager Name
- Summit Financial, LLC
Data Enrichment
76% identified534 identified172 unidentified
Holdings
706 positions
Manager:
Search and click to pin securities to the top
Page 7 of 36
464288513
Shares:
76225(+357.0%)
Value:
$6.0B(+358.4%)
33734X184
Shares:
140529
Value:
$5.8B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288513)✕ | 76.2K | All Managers (Combined) | $6.0M | ||
49.4K | All Managers (Combined) | $6.0M | |||
79.2K | All Managers (Combined) | $5.8M | |||
82.8K | All Managers (Combined) | $5.8M | |||
17.1K | QoQ +0.50% (+86)YoY NEW(+17.1K) | All Managers (Combined) | $5.8M | YoY NEW(+$5.8M) | |
(cusip33734X184)✕ | 140.5K | QoQ NEW(+140.5K) YoY NEW(+140.5K) | All Managers (Combined) | $5.8M | QoQ NEW(+$5.8M) YoY NEW(+$5.8M) |
S&P Global Inc.(SPGIcusip78409V104) | 11.3K | All Managers (Combined) | $5.8M | ||
Oracle Corp(ORCLcusip68389X105) | 40.4K | All Managers (Combined) | $5.6M | ||
Morgan Stanley(MScusip617446448) | 47.8K | All Managers (Combined) | $5.6M | ||
13.0K | All Managers (Combined) | $5.5M | |||
Mastercard Inc(MAcusip57636Q104) | 9.9K | All Managers (Combined) | $5.4M | ||
93.2K | YoY NEW(+93.2K) | All Managers (Combined) | $5.4M | YoY NEW(+$5.4M) | |
237.4K | YoY NEW(+237.4K) | All Managers (Combined) | $5.1M | YoY NEW(+$5.1M) | |
9.4K | All Managers (Combined) | $5.1M | |||
9.4K | All Managers (Combined) | $5.0M | |||
110.7K | All Managers (Combined) | $5.0M | |||
3.5K | All Managers (Combined) | $5.0M | |||
16.4K | All Managers (Combined) | $4.9M | |||
82.6K | QoQ +1.18% (+965)YoY NEW(+82.6K) | All Managers (Combined) | $4.9M | YoY NEW(+$4.9M) | |
Blackrock, Inc.(BLKcusip09290D101) | 5.2K | QoQ -0.11% (-6)YoY NEW(+5.2K) | All Managers (Combined) | $4.9M | YoY NEW(+$4.9M) |